100 applications · 75 underwriting cases in view
Demo environment. Applications, underwriting cases, requirements and decisions are illustrative. Submissions are simulated — no carrier receives data and no live rating or e-signature vendor is connected.
Application queue
APP-000073 · Kinetic Health Collective
Apex Specialty · Short-Term Medical · NC · Effective Aug 20
Approved ModifiedUnderwriting case UW-000073
Completeness
100%
0 missing items
Premium
$7,400
Accident & Health · Supplement Company
Signatures
2/2
Submission readiness
1 blockers
Workspace
Dynamic application
Schema resolved for Accident & Health · Apex Specialty · NC
- Legal Business Namerequired
- Kinetic Health Collective LLC
- DBArequired
- Kinetic Health Collective
- FEINrequired
- **-***8099
- Business Addressrequired
- 2340 Commerce Way, NC
- Mailing Addressrequired
- Same as business address
- Years in Businessrequired
- 14
- Ownership Structurerequired
- Partnership
- Annual Revenuerequired
- $4,789,000
- Annual Payrollrequired
- $2,145,000
- Employees
- 27
- Locations
- 5
- Website
- www.kinetichealthcollective.com
Source: Client 360
Source: Client 360
Source: Client 360
Source: Client 360
Source: Client 360
Source: Client 360
Source: Quote
Source: Quote
Source: Quote
Source: Manual
Source: Manual
Source: Manual
Ownership
Team & routing
- Producer
- Naomi Chen
- Operations owner
- Tanya Whitfield
- Carrier underwriter
- Gwen Halloway
- Next action
- Request bind order
Completeness
Outstanding items
100%application complete
- Nothing outstanding — application data is complete.